Solving the retirement challenge for your clients


Morningstar Investment Management are excited to announce the launch of the Retirement Strategy Tool, built on research that integrates Morningstar’s investment and behavioural science expertise. The result is a dynamic, adaptive, and intuitive tool to help you and your clients navigate the challenges of retirement.

We’ve gone a step further than the traditional approaches followed and have built a comprehensive goals-based solution that’s adaptive to market conditions, tailored to an individual's unique circumstances, and has an interface that can be used during client meetings. 

Hear from Jody Fitzgerald, Head of Institutional Portfolio Management & Solutions about how this tool can enable you to coach your clients to make smart decisions today to create a safe and secure future for their retirement.

Scheduled in Australian Eastern Standard Time (AEST).

  • 11:00 am - 12:00 pm